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Orion Porfolio Solutions, LLC: AVGO position timeline

Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of Orion Porfolio Solutions, LLC on AVGO, newest first. How the timeline and the estimate are built.

Orion Porfolio Solutions, LLC held 256,032 AVGO shares at 2026-06-30 per its 13F-HR filed 2026-08-14.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 256,032 shares
    Change vs previous 13F -22,455 shares

    0.74% of the 13F portfolio, value $96,715,913.

    13F-HR 0001580642-26-005284 filed by Orion Porfolio Solutions, LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  2. period ended2026-03-31
    13F 278,487 shares
    Change vs previous 13F -30,239 shares

    0.73% of the 13F portfolio, value $86,194,268.

    13F-HR 0001580642-26-003152 filed by Orion Porfolio Solutions, LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  3. period ended2025-12-31
    13F 308,726 shares
    Change vs previous 13F +27,167 shares

    0.78% of the 13F portfolio, value $106,849,881.

    13F-HR 0001580642-26-001034 filed by Orion Porfolio Solutions, LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  4. period ended2025-09-30
    13F 281,559 shares
    Change vs previous 13F +13,398 shares

    0.72% of the 13F portfolio, value $92,889,309.

    13F-HR 0001580642-25-007239 filed by Orion Porfolio Solutions, LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  5. period ended2025-06-30
    13F/A 268,161 shares
    Change vs previous 13F +34,181 shares

    0.63% of the 13F portfolio, value $73,918,787.

    13F-HR/A 0001580642-25-005505 filed by Orion Porfolio Solutions, LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  6. period ended2025-03-31
    13F 233,980 shares
    Change vs previous 13F +23,123 shares

    0.38% of the 13F portfolio, value $39,175,256.

    13F-HR 0001580642-25-004677 filed by Orion Porfolio Solutions, LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  7. period ended2024-12-31
    13F 210,857 shares
    Change vs previous 13F +14,825 shares

    0.49% of the 13F portfolio, value $48,885,244.

    13F-HR 0001580642-25-004676 filed by Orion Porfolio Solutions, LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  8. period ended2024-09-30
    13F 196,032 shares
    Change vs previous 13F not available

    0.34% of the 13F portfolio, value $33,815,509.

    13F-HR 0001580642-25-004675 filed by Orion Porfolio Solutions, LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).